All posts in " retirement "
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Transferring your UK Pension to Australia : What you need to know

By Craig / November 30, 2017

If you have lived and worked in the UK for a period of time, you will have built up savings in a UK Pension.  Due to the purpose of the UK pension (ie. to provide an income to people in retirement), there are numerous rules and restrictions when it comes to transferring your UK pension […]

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5 investment strategies for Australian expats to save for retirement

By Craig / April 12, 2017

Without the safety net of compulsory superannuation contributions by their employer, many Aussie expats struggle with determining what is the best way to save for retirement while living overseas.  Here are five ideas for Australian expats to save for retirement, and one to avoid.

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Superannuation Bilateral Agreements

By Craig / April 10, 2017

If there is a superannuation bilateral agreement between Australia and the country you are working in, it may be possible for your employer to make compulsory superannuation guarantee contributions into your Australian superannuation fund while working and living abroad.

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Risks in buying overseas property

By Craig / March 8, 2017

Whilst there are many benefits of investing in overseas property, before rushing in and signing a contract, step back and consider the risks.  Here, we endeavour to articulate some of the key risks you should consider before buying overseas property.

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International social security agreements and how they impact your pension

By Craig / January 3, 2017

Governments seek to share the burden of social security support for people who have lived and worked in more than one country via the use of International Social Security Agreements.  Whether you are retiring overseas or in Australia, the International Social Security Agreements will determine your entitlement to an Australian and foreign pension. What countries does […]

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Is the Australian Government About To Take Your Lost Super?

By Craig / December 14, 2016

As of 31 December 2016, the Australian government is set to take control of an estimated 100,000 “lost super” accounts and pocket the unclaimed money.  It could also inadvertently result in thousands of Australians unknowingly having their life insurance policy cancelled.

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The Self Managed Super Fund Nightmare For Australian Expats

By Craig / January 19, 2016

So you followed all the advice about putting money away for your retirement.  You consulted your accountant and decided to setup a Self Managed Super Fund (SMSF).  Then you moved overseas for a few years.  Make sure you take good advice.  If your SMSF becomes non-complying it could be a costly mistake.